Latest Institutional Transactions on Jpmorgan Chase & CO (JPM)
This table provides information on the latest institutional transactions involving Jpmorgan Chase & CO (JPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
8.5KNew |
$957K - $1.16M
|
8.5K
$2.04M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-839- 11.97% |
$94.5K - $114K
|
6.17K
$1.48M
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-1.21K- 1.24% |
$136K - $164K
|
96.2K
$23.1M
|
|
|
Jul 13, 2022
Q2 2022
|
P.A.W. Capital Corp
|
BUY
|
- |
1K+ 15.38% |
$113K - $136K
|
7.5K
$1.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-10.2K- 94.77% |
$1.15M - $1.39M
|
563
$135K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-1.71K- 11.86% |
$192K - $232K
|
12.7K
$3.04M
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-6.22K- 27.86% |
$700K - $845K
|
16.1K
$3.86M
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
1KNew |
$113K - $136K
|
1K
$240K
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.21KNew |
$136K - $164K
|
1.21K
$289K
|
|
|
Jul 08, 2022
Q2 2022
|
Yarbrough Capital, LLC
|
SELL
|
- |
-2- -0.0% |
$225 - $272
|
97.9K
$23.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-24- 7.74% |
$2.7K - $3.26K
|
286
$68.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-265- 47.75% |
$29.8K - $36K
|
290
$69.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.83KNew |
$206K - $249K
|
1.83K
$440K
|
|
| Q1 2022 | |||||||
|
Sep 04, 2024
Q1 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
4.32K+ 11.68% |
$554K - $728K
|
41.3K
$9.91M
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-20.9KClosed |
$2.68M - $3.52M
|
0
$0
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-7.62KClosed |
$978K - $1.28M
|
0
$0
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-75K- 66.67% |
$9.62M - $12.6M
|
37.5K
$9M
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-104Closed |
$13.3K - $17.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-25.4KClosed |
$3.25M - $4.27M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-29KClosed |
$3.72M - $4.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-1.29KClosed |
$165K - $216K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Horiko Capital Management LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$205K - $270K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-45- 23.08% |
$5.77K - $7.58K
|
150
$36K
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-328KClosed |
$42.1M - $55.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Jbf Capital, Inc.
Aspen, CO |
SELL
|
- |
-45K- 90.0% |
$5.77M - $7.58M
|
5K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-2KClosed |
$257K - $337K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-52- 8.11% |
$6.67K - $8.76K
|
589
$141K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
3.61K+ 7.87% |
$464K - $609K
|
49.5K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-100KClosed |
$12.8M - $16.8M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Tenere Capital LLC
Denver, CO |
BUY
|
- |
27.3KNew |
$3.5M - $4.6M
|
27.3K
$6.55M
|
|
|
May 16, 2022
Q1 2022
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
15KNew |
$1.92M - $2.53M
|
15K
$3.6M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.2KClosed |
$410K - $539K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$25.7K - $33.7K
|
200
$48K
|
|
|
May 16, 2022
Q1 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-1.29KClosed |
$166K - $217K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
SELL
|
- |
-10K- 29.18% |
$1.28M - $1.68M
|
24.3K
$5.82M
|
|
|
May 16, 2022
Q1 2022
|
Disciplined Growth Investors Inc
Minneapolis, MN |
SELL
|
- |
-1.61KClosed |
$207K - $271K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Odey Holdings LTD
London, X0 |
SELL
|
- |
-4.94KClosed |
$634K - $832K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ratan Capital Management LP
Miami Beach, FL |
SELL
|
- |
-4KClosed |
$513K - $674K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-19.7KClosed |
$2.53M - $3.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-7.6KClosed |
$975K - $1.28M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-3.44KClosed |
$441K - $579K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covey Capital Advisors, LLC
Atlanta, GA |
SELL
|
- |
-50- 2.0% |
$6.42K - $8.42K
|
2.45K
$588K
|
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-20.3KClosed |
$2.6M - $3.41M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Hickory Lane Capital Management LP
New York, NY |
BUY
|
- |
32KNew |
$4.11M - $5.39M
|
32K
$7.68M
|
|
|
May 13, 2022
Q1 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$962K - $1.26M
|
7.5K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Prospector Partners LLC
Guilford, CT |
SELL
|
- |
-84.8KClosed |
$10.9M - $14.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
6.6K+ 19.56% |
$847K - $1.11M
|
40.4K
$9.68M
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-3.37KClosed |
$433K - $568K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-1.29KClosed |
$165K - $217K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.4KClosed |
$179K - $235K
|
0
$0
|
|